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Peak Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Peak Financial Advisors’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,606
Closed -$359K – 83
2021
Q2 		$359K Sell
6,606
-1,245
-16% -$66.3K 0.31% 56
2021
Q1 		$409K Buy
+7,851
New +$418K 0.34% 52

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Vanguard Group
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Jones Financial Companies
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Financial Advisors's VWO Position: Q3 2021 in Review

Peak Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 6,606 shares — an estimated $359K sold.

Peak Financial Advisors first reported a position in VWO in Q1 2021 and held it in 2 quarters. The position peaked at $409K in Q1 2021. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Peak Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 6,606 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $359K.
  • Peak Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $409K in Q1 2021.
  • 1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.